Investment Analyst

6 days ago

Ayala Alabang, National Capital Region, Philippines Filinvest Development Corporation Full time ₱600,000 - ₱1,200,000 per year

This function is responsible for providing financial advice and services to ALGI, the Company, about a range of investment matters, including buying and selling investment trusts and shares or bonds, to help the Company maximize its earning potential and to provide improvements on investment related activities.

Investment Analysis

  • Search for, analyse, interpret and summarize market data per industry for the use of Investment Manager and Management
  • Monitor and evaluate performance of current portfolio
  • Create forecasts, financial models, plans
  • Analyse current and prospective investees

Investment Recommendations

  • Study existing and new investment products and opportunities and come up with Investment proposals
  • Recommend purchases and sales of stocks, bonds, and other investment products with cash flow and gain/loss computations

Reporting

  • Preparation of management reports
  • Updating of data sheets
  • Reporting to Investment Manager and Assistant Treasure

EDUCATION, TRAININGS, LICENSES REQUIRED:

  • With at least 2 years of Investment/Financial Analyst or related experience
  • Accountancy or Financial Management or Finance graduate
  • CPA license is a plus

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